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How To Update Contact Information for Your Cash Management Account

Updated over 2 weeks ago

You can update some of your contact details directly from the Cash Management page in your Stessa account. For changes that aren’t editable in the app, our Customer Success team can help—just email support@stessa.com or reach out through the messenger.

Note: If you have multiple Cash Management accounts for different entities, you'll need to update the contact information separately for each one.

How to Update Contact Information at the Entity Level

  1. Go to the Cash Management page
    Log into your Stessa account and navigate to the Cash Management section.

  2. Open the account menu
    Find the account you'd like to update. Click the three-dot menu (⋯) on the account display card.

  3. Select “Edit Account”
    This will open a slide-out panel with your current contact information.

  4. Make your changes
    Update the relevant fields. The Save button will become active once you've made a change.

  5. Save and verify your changes
    Click Save. This will trigger two-factor authentication (2FA).

  6. Complete two-factor authentication
    Choose to receive a text message or phone call with a 6-digit verification code.

  7. Enter the code to confirm
    After entering the correct code, your updated contact information will be saved.




    Stessa is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC Insurance available for funds on deposit through Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.

    Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions.

    Essentials is a free plan and Pro is a premium plan. Annual Percentage Yield (APY) of 2.16% and Annual Percentage Rate (APR) of 2.14% on deposit accounts for Essentials/Manage users; and Annual Percentage Yield (APY) of 3.73% and Annual Percentage Rate (APR) of 3.67% for Pro users is accurate as of September 18, 2025. APY for the account may change at any time, before or after the account is opened. No minimum balance or opening deposit required. Fees could reduce earnings on the account.Account holders can earn 1.10% cash back on debit card purchases. Cash back earned each month will be credited to your account by the next month's statement cycle. ATM transactions, the purchase of money orders or cash equivalents, loan payments and account funding made with your debit card are not eligible for cash back rewards. No minimum opening deposit and no minimum balance requirements. *Terms and eligibility requirements apply.

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